Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 46 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 43 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 42 |
Cutler Group LLC / CA | 13 | 13 | 0.00% | 0.04% | 0.16% | Q3 2020 | Q3 2023 | 38 |
BANK OF AMERICA CORP /DE/ | 23 | 23 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 38 |
UBS Group AG | 23 | 2 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 37 |
Parallax Volatility Advisers, L.P. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 34 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 31 |
Hartford Financial Management Inc. | 26 | 5 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 31 |
ROYAL BANK OF CANADA | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
GOLDMAN SACHS GROUP INC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 29 |
CITIGROUP INC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 29 |
MILLENNIUM MANAGEMENT LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 28 |
LPL Financial LLC | 27 | 27 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 27 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 26 |
MORGAN STANLEY | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
BANK OF MONTREAL /CAN/ | 20 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 26 |
Private Advisor Group, LLC | 21 | 21 | 0.00% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 23 | 23 | 0.00% | 0.05% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Cetera Advisor Networks LLC | 23 | 23 | 0.01% | 0.12% | 0.39% | Q1 2018 | Q3 2023 | 23 |
HighTower Advisors, LLC | 23 | 23 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 23 |
HAP Trading, LLC | 9 | 2 | 0.00% | 0.02% | 0.11% | Q3 2019 | Q4 2022 | 23 |
RAYMOND JAMES & ASSOCIATES | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.06% | 0.19% | Q1 2018 | Q3 2023 | 23 |
DAVENPORT & Co LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Walleye Trading LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 17 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 22 |
BNP PARIBAS FINANCIAL MARKETS | 13 | 13 | 0.00% | 0.03% | 0.12% | Q3 2020 | Q3 2023 | 22 |
Advisory Services Network, LLC | 21 | 21 | 0.00% | 0.02% | 0.13% | Q1 2018 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 21 | 21 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 19 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 20 |
STEPHENS INC /AR/ | 14 | 6 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 20 |
VALLEY NATIONAL ADVISERS INC | 20 | 20 | 0.01% | 0.21% | 0.55% | Q4 2018 | Q3 2023 | 20 |
Snowden Capital Advisors LLC | 12 | 8 | 0.08% | 0.30% | 0.70% | Q3 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.10% | 0.28% | Q4 2017 | Q3 2022 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Carroll Financial Associates, Inc. | 19 | 19 | 0.05% | 0.97% | 2.27% | Q2 2017 | Q4 2021 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.03% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Manchester Capital Management LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 18 |
Sigma Planning Corp | 18 | 18 | 0.01% | 0.09% | 0.33% | Q2 2019 | Q3 2023 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
Moors & Cabot, Inc. | 18 | 18 | 0.02% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Brookstone Capital Management | 17 | 1 | 0.02% | 0.18% | 0.68% | Q3 2018 | Q3 2023 | 18 |
Perigon Wealth Management, LLC | 15 | 1 | 0.01% | 0.05% | 0.12% | Q3 2011 | Q3 2023 | 18 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11 | 2 | 0.03% | 0.28% | 0.91% | Q4 2017 | Q3 2022 | 18 |
Waverly Advisors, LLC | 18 | 18 | 0.03% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Glassman Wealth Services | 13 | 1 | 0.01% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Cambridge Advisors Inc. | 17 | 17 | 0.08% | 0.25% | 0.50% | Q1 2018 | Q1 2022 | 17 |
SeaCrest Wealth Management, LLC | 17 | 17 | 0.02% | 0.09% | 0.24% | Q2 2018 | Q2 2022 | 17 |
Strategic Advisors LLC | 17 | 17 | 0.06% | 0.43% | 1.71% | Q3 2019 | Q3 2023 | 17 |
NewEdge Advisors, LLC | 14 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 17 |
SIGNATUREFD, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Kovack Advisors, Inc. | 11 | 1 | 0.05% | 0.07% | 0.18% | Q1 2018 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 17 |
Stratos Wealth Partners, LTD. | 14 | 1 | 0.00% | 0.05% | 0.21% | Q1 2018 | Q3 2023 | 16 |
Claraphi Advisory Network, LLC | 16 | 16 | 0.56% | 3.81% | 10.29% | Q1 2019 | Q4 2022 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2019 | 16 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.03% | Q1 2018 | Q4 2021 | 16 |
JPMORGAN CHASE & CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Certified Advisory Corp | 8 | 8 | 0.03% | 0.08% | 0.19% | Q3 2018 | Q4 2022 | 16 |
AdvisorNet Financial, Inc | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.09% | 0.23% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 16 | 16 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Gladstone Institutional Advisory LLC | 16 | 16 | 0.03% | 0.52% | 2.36% | Q4 2019 | Q3 2023 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.09% | 0.22% | Q2 2019 | Q3 2023 | 16 |
Tidal Investments LLC | 15 | 15 | 0.01% | 0.03% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Longitude (Cayman) Ltd. | 12 | 12 | 0.16% | 1.15% | 1.96% | Q4 2020 | Q3 2023 | 15 |
Geneos Wealth Management Inc. | 15 | 15 | 0.01% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 15 |
ARK Investment Management | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 15 |
Cetera Advisors LLC | 14 | 1 | 0.00% | 0.06% | 0.15% | Q1 2019 | Q3 2023 | 15 |
Lido Advisors, LLC | 14 | 14 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q1 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.03% | 0.15% | 0.34% | Q1 2020 | Q3 2023 | 15 |
Creative Planning | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 15 |
CENTAURUS FINANCIAL, INC. | 14 | 1 | 0.00% | 0.05% | 0.30% | Q2 2018 | Q3 2023 | 15 |
BALDWIN BROTHERS LLC/MA | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.05% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Sargent Bickham Lagudis LLC | 12 | 3 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2022 | 15 |
FIRST MANHATTAN CO. LLC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
CREDIT SUISSE AG/ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.02% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Strategic Wealth Investment Group, LLC | 14 | 14 | 0.25% | 0.33% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Migdal Insurance & Financial Holdings Ltd. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 14 |
McGuire Investment Group, LLC | 14 | 14 | 0.06% | 0.42% | 1.14% | Q2 2020 | Q3 2023 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
MEANS INVESTMENT CO., INC. | 14 | 14 | 0.17% | 0.68% | 1.44% | Q2 2020 | Q3 2023 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.06% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Hilltop Holdings Inc. | 14 | 14 | 0.02% | 0.07% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Compagnie Lombard Odier SCmA | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 14 |
FinTrust Capital Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 14 |
JNBA Financial Advisors | 10 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Main Management LLC | 14 | 14 | 0.01% | 0.06% | 0.14% | Q2 2020 | Q3 2023 | 14 |
New England Private Wealth Advisors LLC | 14 | 14 | 0.07% | 0.13% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Archford Capital Strategies, LLC | 14 | 14 | 0.04% | 0.12% | 0.24% | Q2 2020 | Q3 2023 | 14 |
PFG Advisors | 14 | 14 | 0.02% | 0.23% | 0.60% | Q1 2020 | Q2 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Cetera Investment Advisers | 13 | 13 | 0.00% | 0.05% | 0.17% | Q3 2020 | Q3 2023 | 14 |
Clearwater Capital Advisors, LLC | 14 | 14 | 0.72% | 1.07% | 1.50% | Q2 2020 | Q3 2023 | 14 |
Relyea Zuckerberg Hanson LLC | 10 | 4 | 0.07% | 0.30% | 0.66% | Q4 2019 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.03% | 0.14% | Q4 2019 | Q3 2023 | 14 |
PEAK6 Investments LLC | 6 | 6 | 0.00% | 0.13% | 0.84% | Q4 2020 | Q1 2022 | 14 |
SG Americas Securities, LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Jaffetilchin Investment Partners, LLC | 13 | 13 | 0.04% | 0.25% | 0.50% | Q1 2020 | Q1 2023 | 13 |
Parallel Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Baystate Wealth Management LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2023 | 13 |
FMR LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
TCI Wealth Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 13 |
SCOTIA CAPITAL INC. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2023 | 13 |
Mutual Advisors, LLC | 13 | 13 | 0.05% | 0.11% | 0.20% | Q3 2020 | Q3 2023 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 5 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 13 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 2 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q2 2022 | 13 |
Crescent Grove Advisors, LLC | 13 | 13 | 0.04% | 0.11% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Stevard, LLC | 8 | 5 | 0.23% | 1.05% | 2.18% | Q2 2020 | Q3 2023 | 13 |
One Charles Private Wealth Services, LLC | 12 | 1 | 0.13% | 1.80% | 6.76% | Q2 2020 | Q3 2023 | 13 |
Csenge Advisory Group | 13 | 13 | 0.01% | 0.11% | 0.27% | Q3 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 7 | 1 | 0.02% | 0.07% | 0.26% | Q4 2019 | Q2 2023 | 13 |
PRUDENTIAL PLC | 11 | 2 | 0.01% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 13 |
IAG Wealth Partners, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
EMC Capital Management | 12 | 12 | 0.01% | 0.93% | 3.29% | Q4 2020 | Q3 2023 | 12 |
Carnegie Capital Asset Management, LLC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 1.82% | 4.42% | 9.42% | Q4 2020 | Q3 2023 | 12 |
BARCLAYS PLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Capital Analysts, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Asset Dedication, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 0.25% | 0.89% | 2.52% | Q4 2020 | Q3 2023 | 12 |
Legend Financial Advisors, Inc. | 9 | 3 | 0.45% | 7.44% | 15.37% | Q1 2019 | Q1 2022 | 12 |
US BANCORP \DE\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Sequoia Financial Advisors, LLC | 12 | 12 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Cresset Asset Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 12 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.22% | 0.75% | 1.48% | Q3 2019 | Q2 2023 | 12 |
BRIDGES INVESTMENT MANAGEMENT INC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Aptus Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Canal Capital Management, LLC | 12 | 12 | 0.13% | 0.23% | 0.39% | Q1 2020 | Q4 2022 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q2 2023 | 12 |
Lindbrook Capital, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 10 | 2 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 12 |
Laurel Wealth Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 12 |
Elite Wealth Management, Inc. | 12 | 12 | 0.03% | 0.11% | 0.24% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.73% | 2.34% | Q4 2020 | Q3 2023 | 12 |
Mariner, LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Kistler-Tiffany Companies, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2023 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 10 | 2 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Bellecapital International Ltd. | 12 | 12 | 0.46% | 1.21% | 2.82% | Q4 2020 | Q3 2023 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.12% | 0.40% | 0.88% | Q2 2020 | Q1 2023 | 12 |
BOURGEON CAPITAL MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Avondale Wealth Management | 11 | 11 | 0.11% | 0.17% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Larson Financial Group LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
SignalPoint Asset Management, LLC | 9 | 2 | 0.06% | 0.15% | 0.39% | Q3 2020 | Q2 2023 | 11 |
CSS LLC/IL | 5 | 5 | 0.01% | 0.05% | 0.15% | Q4 2020 | Q4 2021 | 11 |
Vivaldi Capital Management LP | 11 | 11 | 0.05% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
AllSquare Wealth Management LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Sound Income Strategies, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Financial Management Professionals, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 1 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q2 2023 | 11 |
Strategic Blueprint, LLC | 11 | 11 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Tradewinds Capital Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HUNTINGTON NATIONAL BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Global Trust Asset Management, LLC | 10 | 1 | 0.01% | 0.12% | 0.39% | Q4 2019 | Q2 2023 | 11 |
Sloy Dahl & Holst, LLC | 11 | 11 | 0.06% | 3.26% | 17.79% | Q1 2021 | Q3 2023 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Retirement Group, LLC | 11 | 11 | 0.00% | 0.01% | 0.09% | Q1 2021 | Q3 2023 | 11 |
St. Johns Investment Management Company, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Brown Miller Wealth Management, LLC | 11 | 11 | 0.22% | 0.28% | 0.33% | Q1 2021 | Q3 2023 | 11 |
FRG Family Wealth Advisors LLC | 11 | 11 | 0.05% | 0.11% | 0.22% | Q4 2020 | Q2 2023 | 11 |
Main Management ETF Advisors, LLC | 11 | 11 | 0.50% | 0.63% | 0.75% | Q1 2021 | Q3 2023 | 11 |
AlphaMark Advisors, LLC | 11 | 11 | 0.06% | 0.09% | 0.17% | Q1 2021 | Q3 2023 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2022 | 11 |
Edge Wealth Management LLC | 7 | 4 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 11 |
OXFORD FINANCIAL GROUP, LTD. LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Insight Advisors, LLC/ PA | 10 | 10 | 0.12% | 0.78% | 1.69% | Q4 2020 | Q1 2023 | 10 |
Sierra Capital LLC | 10 | 10 | 0.08% | 0.28% | 0.52% | Q2 2021 | Q3 2023 | 10 |
BESSEMER GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Activest Wealth Management | 9 | 1 | 0.00% | 0.07% | 0.31% | Q1 2021 | Q3 2023 | 10 |
SG3 Management, LLC | 4 | 4 | 0.04% | 0.19% | 0.72% | Q4 2020 | Q3 2021 | 10 |
Prospera Financial Services Inc | 9 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Advisor Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 10 |
SIMPLEX TRADING, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 10 |
Principle Wealth Partners LLC | 8 | 1 | 0.02% | 0.08% | 0.14% | Q2 2019 | Q1 2022 | 10 |
Centerpoint Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
First Horizon Advisors, Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Realta Investment Advisors | 6 | 2 | 0.01% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.01% | 0.14% | 0.33% | Q2 2021 | Q3 2023 | 10 |
Clearview Wealth Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
OPTIMUM INVESTMENT ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 10 |
Arete Wealth Advisors, LLC | 10 | 10 | 0.02% | 0.07% | 0.22% | Q3 2020 | Q4 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.03% | 0.26% | Q4 2020 | Q1 2023 | 10 |
Corbenic Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q2 2022 | 10 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Westside Investment Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Focused Wealth Management, Inc | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Belpointe Asset Management LLC | 6 | 3 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q1 2023 | 9 |
Advocacy Wealth Management Services, LLC | 9 | 9 | 0.00% | 0.48% | 1.65% | Q2 2020 | Q2 2022 | 9 |
Your Advocates Ltd., LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Capital Investment Advisors, LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2022 | 9 |
Calamos Wealth Management LLC | 9 | 9 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q3 2022 | 9 |
EMERALD ADVISERS, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 9 |
Sandy Spring Bank | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Ikarian Capital, LLC | 4 | 3 | 0.01% | 0.78% | 2.55% | Q4 2020 | Q1 2023 | 9 |
Capital Planning Advisors, LLC | 9 | 9 | 0.07% | 2.81% | 4.14% | Q1 2020 | Q1 2022 | 9 |
Sugarloaf Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q1 2023 | 9 |
Capital Market Strategies LLC | 9 | 9 | 0.26% | 0.39% | 0.58% | Q4 2021 | Q4 2023 | 9 |
Bedel Financial Consulting, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
NEXT Financial Group, Inc | 6 | 3 | 0.02% | 0.09% | 0.17% | Q2 2019 | Q4 2021 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Wealth Quarterback LLC | 5 | 1 | 0.26% | 0.54% | 1.21% | Q1 1987 | Q2 2023 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 9 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.58% | 1.47% | 2.40% | Q4 2020 | Q4 2022 | 9 |
Aveo Capital Partners, LLC | 9 | 9 | 0.05% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Anchor Investment Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
Financial Engines Advisors L.L.C. | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 9 |
Ahrens Investment Partners LLC | 8 | 1 | 0.01% | 0.40% | 1.54% | Q3 2020 | Q1 2023 | 9 |
Silicon Hills Wealth Management, LLC | 8 | 1 | 0.10% | 0.51% | 1.73% | Q4 2019 | Q1 2022 | 9 |
EPG Wealth Management LLC | 9 | 9 | 0.05% | 0.73% | 1.64% | Q1 2020 | Q1 2022 | 9 |
EVERMAY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HSBC HOLDINGS PLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Core Wealth Advisors, Inc. | 8 | 8 | 0.05% | 0.10% | 0.20% | Q2 2020 | Q1 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bank of New York Mellon Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Diversified, LLC | 8 | 8 | 0.12% | 0.79% | 2.06% | Q4 2020 | Q3 2022 | 8 |
Bison Wealth, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 8 |
PrairieView Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Johnson Financial Group, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
OPPENHEIMER & CO INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.10% | 0.31% | Q4 2020 | Q1 2023 | 8 |
Family Management Corp | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Eversept Partners, LP | 5 | 5 | 0.38% | 2.57% | 5.38% | Q1 2021 | Q1 2022 | 8 |
MONETARY MANAGEMENT GROUP INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Pacific Center for Financial Services | 5 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
1834 INVESTMENT ADVISORS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 1 | 0.02% | 0.06% | 0.08% | Q1 2020 | Q2 2022 | 8 |
Laidlaw Wealth Management LLC | 8 | 8 | 0.09% | 0.15% | 0.26% | Q4 2020 | Q3 2022 | 8 |
MATRIX PRIVATE CAPITAL GROUP LLC | 8 | 8 | 0.15% | 0.52% | 1.01% | Q4 2020 | Q3 2022 | 8 |
SP Asset Management | 8 | 8 | 0.03% | 0.20% | 0.56% | Q4 2020 | Q3 2022 | 8 |
STATE OF WISCONSIN INVESTMENT BOARD | 8 | 8 | 0.01% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
RAYMOND JAMES TRUST N.A. | 5 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q1 2023 | 8 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 8 | 8 | 1.07% | 1.61% | 2.36% | Q1 2021 | Q4 2022 | 8 |
Claro Advisors LLC | 6 | 2 | 0.05% | 0.23% | 0.39% | Q4 2020 | Q3 2023 | 8 |
Global Wealth Management Investment Advisory, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Clearstead Trust, LLC | 5 | 3 | 0.00% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 8 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.88% | 1.76% | 3.89% | Q4 2021 | Q3 2023 | 8 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.05% | 0.34% | Q1 2021 | Q1 2022 | 8 |
Western Wealth Management, LLC | 4 | 4 | 0.02% | 0.06% | 0.12% | Q3 2020 | Q3 2022 | 8 |
XML Financial, LLC | 8 | 8 | 0.04% | 0.11% | 0.15% | Q2 2020 | Q1 2022 | 8 |
ERn Financial, LLC | 8 | 8 | 1.24% | 2.78% | 3.81% | Q2 2020 | Q1 2022 | 8 |
Oxler Private Wealth LLC | 7 | 7 | 0.10% | 0.32% | 0.47% | Q1 2022 | Q3 2023 | 8 |
Bank of Marin | 8 | 8 | 0.20% | 0.39% | 0.55% | Q1 2020 | Q4 2021 | 8 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.00% | 0.08% | 0.25% | Q4 2018 | Q2 2022 | 8 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 3 | 0.07% | 0.16% | 0.26% | Q1 2019 | Q2 2021 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 8 | 8 | 0.00% | 0.21% | 0.39% | Q3 2020 | Q2 2022 | 8 |
Sightline Wealth Advisors, LLC | 8 | 8 | 0.39% | 0.66% | 1.03% | Q4 2020 | Q3 2022 | 8 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Western Pacific Wealth Management, LP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Integrated Advisors Network LLC | 7 | 7 | 0.02% | 0.23% | 0.63% | Q2 2020 | Q4 2021 | 7 |
Bay Harbor Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Edelman Financial Services, LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q4 2018 | 7 |
JAMES INVESTMENT RESEARCH INC | 7 | 7 | 0.02% | 0.21% | 0.38% | Q2 2020 | Q4 2021 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.02% | 0.06% | 0.09% | Q3 2020 | Q1 2022 | 7 |
Hudock, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Princeton Global Asset Management LLC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2022 | 7 |
Derbend Asset Management | 6 | 1 | 0.14% | 0.73% | 1.58% | Q2 2021 | Q2 2023 | 7 |
Cornerstone Wealth Management, LLC | 7 | 7 | 0.02% | 0.14% | 0.26% | Q3 2020 | Q1 2022 | 7 |
Bleichroeder LP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 7 |
Northeast Financial Consultants Inc | 7 | 7 | 0.02% | 0.08% | 0.14% | Q3 2020 | Q1 2022 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 2 | 0.02% | 0.10% | 0.30% | Q1 2021 | Q3 2023 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
HBW ADVISORY SERVICES LLC | 7 | 7 | 0.07% | 0.18% | 0.28% | Q3 2020 | Q1 2022 | 7 |
Financial Advisory Group | 7 | 7 | 0.05% | 0.10% | 0.14% | Q3 2020 | Q1 2022 | 7 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q1 2022 | 7 |
Ameritas Investment Company, LLC | 4 | 1 | 0.00% | 0.05% | 0.14% | Q4 2018 | Q3 2021 | 7 |
StoneX Group Inc. | 7 | 7 | 0.07% | 0.13% | 0.23% | Q2 2020 | Q4 2021 | 7 |
ELEMENT POINTE ADVISORS, LLC | 7 | 7 | 0.14% | 1.49% | 2.30% | Q2 2020 | Q4 2021 | 7 |
Summit X, LLC | 7 | 7 | 0.03% | 0.12% | 0.17% | Q3 2020 | Q1 2022 | 7 |
Veritable, L.P. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
MARSHALL FINANCIAL GROUP INC /ADV | 7 | 7 | 0.10% | 0.14% | 0.18% | Q2 2020 | Q4 2021 | 7 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 7 |
Caprock Group, LLC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q4 2021 | 7 |
Wealth Alliance Advisory Group, LLC | 5 | 2 | 0.11% | 0.13% | 0.17% | Q2 2018 | Q3 2021 | 7 |
Capital Investment Advisory Services, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Concord Wealth Partners | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Aviance Capital Partners, LLC | 4 | 3 | 0.05% | 0.10% | 0.18% | Q1 2021 | Q2 2023 | 7 |
CABOT WEALTH MANAGEMENT INC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Legacy Private Trust Co. | 7 | 7 | 0.06% | 0.10% | 0.14% | Q2 2020 | Q4 2021 | 7 |
CIBC WORLD MARKET INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Bogart Wealth, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Hudson Bay Capital Management LP | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Wagner Wealth Management, LLC | 5 | 2 | 0.01% | 0.39% | 0.88% | Q4 2020 | Q3 2022 | 7 |
Anfield Capital Management, LLC | 6 | 1 | 0.01% | 0.54% | 1.20% | Q4 2019 | Q4 2021 | 7 |
FAGAN ASSOCIATES, INC. | 6 | 1 | 0.07% | 0.68% | 1.16% | Q4 2019 | Q3 2021 | 7 |
JFS WEALTH ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 7 |
FRANKLIN RESOURCES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Navis Wealth Advisors, LLC | 6 | 6 | 0.25% | 0.92% | 1.39% | Q4 2020 | Q1 2022 | 6 |
Evolution Wealth Advisors, LLC | 6 | 6 | 0.04% | 0.10% | 0.16% | Q3 2020 | Q4 2021 | 6 |
Vontobel Holding Ltd. | 6 | 6 | 0.08% | 0.12% | 0.17% | Q4 2020 | Q1 2022 | 6 |
TRUST CO OF VERMONT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 6 |
Linscomb & Williams, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
Legacy Wealth Planning, LLC | 5 | 1 | 0.34% | 0.50% | 0.73% | Q1 2021 | Q3 2022 | 6 |
Armor Investment Advisors, LLC | 6 | 6 | 0.01% | 0.21% | 0.53% | Q3 2020 | Q4 2021 | 6 |
Marquette Asset Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 2 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q2 2022 | 6 |
Winthrop Advisory Group LLC | 6 | 6 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Financial Advocates Investment Management | 6 | 6 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q4 2021 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Smart Portfolios, LLC | 6 | 6 | 0.49% | 1.66% | 2.95% | Q1 2021 | Q2 2022 | 6 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4 | 1 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 6 |
Brinker Capital Investments, LLC | 3 | 3 | 0.04% | 0.16% | 0.33% | Q4 2019 | Q2 2021 | 6 |
EVOKE WEALTH, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Cordasco Financial Network | 4 | 2 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q2 2022 | 6 |
LVW Advisors, LLC | 6 | 6 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2021 | 6 |
GLENMEDE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Southern Farm Bureau Life Insurance | 6 | 6 | 0.67% | 1.24% | 2.04% | Q4 2020 | Q1 2022 | 6 |
Axiom Investment Management LLC | 4 | 2 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q4 2021 | 6 |
United American Securities Inc. (d/b/a UAS Asset Management) | 5 | 1 | 0.10% | 1.50% | 5.21% | Q4 2019 | Q2 2021 | 6 |
Sterling Investment Advisors, Ltd. | 6 | 6 | 0.00% | 0.22% | 0.48% | Q4 2020 | Q1 2022 | 6 |
Financial Architects, Inc | 4 | 1 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q4 2020 | 6 |
Teamwork Financial Advisors, LLC | 6 | 6 | 0.14% | 0.33% | 0.47% | Q3 2020 | Q4 2021 | 6 |
Richard P Slaughter Associates Inc | 6 | 6 | 0.78% | 1.23% | 1.76% | Q1 2021 | Q2 2022 | 6 |
BDO Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.05% | 0.06% | Q2 2019 | Q3 2020 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Ausdal Financial Partners, Inc. | 6 | 6 | 0.06% | 0.24% | 0.57% | Q3 2020 | Q4 2021 | 6 |
DDD Partners, LLC | 6 | 6 | 0.59% | 0.87% | 1.09% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
CreativeOne Wealth, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Turim 21 Investimentos Ltda. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
BROWN ADVISORY INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.10% | 0.22% | Q1 2021 | Q2 2022 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 6 | 6 | 0.18% | 0.25% | 0.34% | Q1 2022 | Q2 2023 | 6 |
NORTHERN TRUST CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
EQUITABLE TRUST CO | 5 | 5 | 0.09% | 0.11% | 0.15% | Q2 2022 | Q2 2023 | 5 |
Summit Asset Management, LLC | 5 | 5 | 0.06% | 0.09% | 0.11% | Q3 2020 | Q3 2021 | 5 |
Andesa Financial Management Inc. | 5 | 5 | 0.14% | 0.21% | 0.28% | Q3 2020 | Q3 2021 | 5 |
Essex Financial Services, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Pacific Wealth Strategies Group, Inc. | 5 | 5 | 0.76% | 1.29% | 1.62% | Q3 2020 | Q3 2021 | 5 |
Summit Financial Strategies, Inc. | 5 | 5 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q1 2022 | 5 |
Smith Anglin Financial, LLC | 5 | 5 | 0.17% | 0.30% | 0.40% | Q4 2020 | Q4 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Resolute Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Highland Financial Advisors, LLC | 5 | 5 | 0.11% | 0.17% | 0.24% | Q2 2022 | Q2 2023 | 5 |
Winslow, Evans & Crocker, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 5 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2021 | 5 |
Koshinski Asset Management, Inc. | 3 | 2 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q1 2022 | 5 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 5 | 5 | 0.09% | 5.68% | 12.67% | Q1 2020 | Q1 2021 | 5 |
Rockbridge Investment Management, LCC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Oxinas Partners Wealth Management LLC | 5 | 5 | 0.33% | 0.64% | 0.81% | Q4 2020 | Q4 2021 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.07% | 0.14% | 0.19% | Q3 2020 | Q3 2021 | 5 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5 | 5 | 0.03% | 0.07% | 0.09% | Q4 2020 | Q4 2021 | 5 |
First Heartland Consultants, Inc. | 5 | 5 | 0.01% | 0.06% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Lenox Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Clear Creek Financial Management, LLC | 4 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 5 |
HoyleCohen, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Front Row Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
IFG Advisory, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
ATTICUS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
DCM Advisors, LLC | 5 | 5 | 0.01% | 0.08% | 0.12% | Q4 2020 | Q4 2021 | 5 |
Gerber Kawasaki Wealth & Investment Management | 5 | 5 | 0.04% | 0.08% | 0.13% | Q4 2020 | Q4 2021 | 5 |
Claret Asset Management Corp | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Sepio Capital, LP | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 5 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
ASSETMARK, INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
WealthBridge Capital Management, LLC | 5 | 5 | 0.20% | 0.36% | 0.53% | Q3 2020 | Q3 2021 | 5 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.08% | 0.12% | Q4 2020 | Q4 2021 | 5 |
MFA WEALTH ADVISORS, LLC | 5 | 5 | 0.07% | 1.15% | 2.39% | Q1 2021 | Q1 2022 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Affinity Asset Advisors, LLC | 3 | 1 | 0.56% | 3.84% | 7.45% | Q4 2020 | Q3 2023 | 5 |
DRW Securities, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2021 | 5 |
PITTENGER & ANDERSON INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Next Capital Management LLC | 3 | 2 | 0.10% | 0.15% | 0.21% | Q1 2022 | Q2 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 5 |
Keel Point, LLC | 4 | 1 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q4 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Capital Advisory Group Advisory Services, LLC | 3 | 2 | 0.01% | 0.13% | 0.24% | Q1 2021 | Q2 2022 | 5 |
D'Orazio & Associates, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
CoreFirst Bank & Trust | 5 | 5 | 0.21% | 0.24% | 0.28% | Q1 2021 | Q1 2022 | 5 |
Riggs Asset Managment Co. Inc. | 4 | 1 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q3 2022 | 5 |
Bayesian Capital Management, LP | 2 | 1 | 0.02% | 0.11% | 0.19% | Q3 2021 | Q3 2023 | 5 |
Flaharty Asset Management, LLC | 4 | 1 | 0.00% | 0.21% | 0.45% | Q4 2020 | Q3 2023 | 5 |
GRIMES & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.01% | 0.04% | Q2 2021 | Q2 2023 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.05% | 0.15% | 0.40% | Q3 2020 | Q3 2021 | 5 |
Joseph P. Lucia & Associates, LLC | 3 | 2 | 0.00% | 0.04% | 0.20% | Q1 2021 | Q2 2022 | 5 |
Coastal Bridge Advisors, LLC | 5 | 5 | 0.06% | 0.09% | 0.12% | Q1 2021 | Q1 2022 | 5 |
PEAK FINANCIAL ADVISORS LLC | 5 | 5 | 0.98% | 1.37% | 2.41% | Q4 2020 | Q4 2021 | 5 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.01% | 0.07% | 0.26% | Q1 2010 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.06% | 0.21% | Q4 2020 | Q2 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Essex Savings Bank | 5 | 5 | 0.11% | 0.12% | 0.14% | Q3 2020 | Q3 2021 | 5 |
Jackson Financial Management | 4 | 4 | 0.25% | 0.65% | 0.86% | Q1 2019 | Q4 2019 | 4 |
Smithfield Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Viewpoint Capital Management LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2022 | 4 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SFMG, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 4 |
Waldron Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Beaumont Financial Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.13% | 0.40% | Q4 2020 | Q3 2021 | 4 |
NOMURA HOLDINGS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
American Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Point Break Capital Management, LLC | 4 | 4 | 0.03% | 0.09% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Kore Private Wealth LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.16% | 0.26% | 0.43% | Q3 2020 | Q3 2021 | 4 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q2 2022 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.17% | 0.26% | Q4 2020 | Q4 2022 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.12% | 0.18% | 0.23% | Q1 2021 | Q4 2021 | 4 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.08% | 0.33% | 0.45% | Q4 2020 | Q3 2021 | 4 |
FAS Wealth Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Norway Savings Bank | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Taconic Capital Advisors LP | 3 | 1 | 0.03% | 0.15% | 0.23% | Q1 2021 | Q1 2022 | 4 |
SlateStone Wealth, LLC | 4 | 4 | 0.11% | 0.28% | 0.44% | Q2 2021 | Q1 2022 | 4 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 4 |
Oak Grove Capital LLC | 4 | 4 | 0.05% | 0.09% | 0.13% | Q1 2021 | Q4 2021 | 4 |
Affiance Financial, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2021 | 4 |
CGN Advisors LLC | 4 | 4 | 0.07% | 0.11% | 0.16% | Q4 2020 | Q3 2021 | 4 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
MADDEN SECURITIES Corp | 3 | 1 | 0.03% | 0.18% | 0.38% | Q1 2021 | Q4 2022 | 4 |
American Institute for Advanced Investment Management, LLP | 4 | 4 | 0.23% | 0.45% | 0.68% | Q1 2021 | Q4 2021 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cribstone Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
IPG Investment Advisors LLC | 4 | 4 | 0.05% | 0.10% | 0.15% | Q1 2021 | Q4 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Clean Yield Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Paragon Private Wealth Management, LLC | 4 | 4 | 0.20% | 0.26% | 0.39% | Q4 2021 | Q3 2022 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
TOTH FINANCIAL ADVISORY CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Penserra Capital Management LLC | 3 | 1 | 0.02% | 0.08% | 0.14% | Q3 2018 | Q2 2020 | 4 |
SECURITY NATIONAL TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
STONNINGTON GROUP, LLC | 4 | 4 | 0.04% | 0.13% | 0.17% | Q1 2021 | Q4 2021 | 4 |
Compass Ion Advisors, LLC | 4 | 4 | 0.17% | 0.24% | 0.31% | Q4 2020 | Q3 2021 | 4 |
Candriam S.C.A. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
EagleClaw Capital Managment, LLC | 4 | 4 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q3 2021 | 4 |
Kalos Management, Inc. | 3 | 1 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q4 2021 | 4 |
Brendel Financial Advisors LLC | 3 | 1 | 0.03% | 2.25% | 3.56% | Q2 2020 | Q2 2021 | 4 |
Oxbow Advisors, LLC | 4 | 4 | 0.13% | 0.18% | 0.23% | Q4 2020 | Q3 2021 | 4 |
ACG Wealth | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.40% | 0.48% | 0.66% | Q4 2022 | Q3 2023 | 4 |
MOSELEY INVESTMENT MANAGEMENT INC | 4 | 4 | 0.15% | 0.23% | 0.28% | Q1 2021 | Q4 2021 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
B & T Capital Management DBA Alpha Capital Management | 4 | 4 | 0.08% | 0.22% | 0.36% | Q4 2020 | Q3 2021 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.42% | 0.45% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Continuum Advisory, LLC | 4 | 4 | 0.05% | 0.09% | 0.15% | Q1 2021 | Q4 2021 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.42% | 0.86% | 1.33% | Q4 2020 | Q3 2021 | 4 |
Lee Financial Group Hawaii, Inc. | 4 | 4 | 0.17% | 2.09% | 4.40% | Q2 2020 | Q1 2021 | 4 |
Optiver Holding B.V. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.09% | 0.13% | 0.16% | Q4 2020 | Q3 2021 | 4 |
Sandbox Financial Partners, LLC | 4 | 4 | 0.20% | 0.55% | 0.96% | Q4 2020 | Q3 2021 | 4 |
Perennial Investment Advisors, LLC | 4 | 4 | 0.07% | 0.11% | 0.17% | Q3 2020 | Q2 2021 | 4 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Interchange Capital Partners, LLC | 4 | 4 | 0.40% | 0.83% | 1.32% | Q4 2020 | Q3 2021 | 4 |
Fulcrum Equity Management | 4 | 4 | 0.17% | 0.20% | 0.22% | Q2 2020 | Q1 2021 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Bartlett & Co. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Financial Advisors, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2021 | 4 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 4 | 4 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q4 2021 | 4 |
Freestone Capital Holdings, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
WIN ADVISORS, INC | 4 | 4 | 0.00% | 0.23% | 0.92% | Q4 2021 | Q3 2022 | 4 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q2 2023 | 4 |
TRUE Private Wealth Advisors | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q4 2020 | 4 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
CENTRAL BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.01% | 0.03% | 0.07% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 3 |
Transamerica Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Clarus Group, Inc. | 3 | 3 | 0.16% | 0.18% | 0.19% | Q4 2020 | Q2 2021 | 3 |
Grant/GrossMendelsohn, LLC | 3 | 3 | 1.15% | 1.46% | 1.65% | Q1 2021 | Q3 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Rex Capital Advisors, LLC | 3 | 3 | 0.28% | 0.35% | 0.45% | Q1 2021 | Q3 2021 | 3 |
MANCHESTER FINANCIAL INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Hudson Value Partners, LLC | 3 | 3 | 0.43% | 0.54% | 0.63% | Q2 2021 | Q4 2021 | 3 |
Red Door Wealth Management, LLC | 3 | 3 | 0.10% | 0.17% | 0.22% | Q1 2021 | Q3 2021 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2021 | 3 |
WINTRUST INVESTMENTS LLC | 2 | 1 | 0.06% | 0.21% | 0.30% | Q1 2021 | Q4 2021 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q2 2022 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q1 2021 | Q3 2021 | 3 |
Paul John Balson | 3 | 3 | 0.13% | 0.17% | 0.24% | Q2 2020 | Q4 2020 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 3 | 0.00% | 0.43% | 0.66% | Q4 2020 | Q2 2021 | 3 |
Menard Financial Group LLC | 3 | 3 | 1.30% | 1.62% | 1.80% | Q3 2020 | Q1 2021 | 3 |
Atlas Private Wealth Advisors | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 3 |
Aevitas Wealth Management, Inc. | 3 | 3 | 0.66% | 0.84% | 0.97% | Q1 2021 | Q3 2021 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q2 2021 | 3 |
High Net Worth Advisory Group LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Lloyd Advisory Services, LLC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.16% | 0.18% | 0.19% | Q2 2020 | Q4 2020 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 3 | 0.32% | 0.37% | 0.40% | Q1 2021 | Q3 2021 | 3 |
LEVEL FOUR FINANCIAL, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2021 | Q3 2021 | 3 |
Corsicana & Co. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.15% | 0.16% | 0.19% | Q2 2021 | Q4 2021 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q2 2021 | 3 |
NWAM LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 3 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
AVALON CAPITAL MANAGEMENT | 3 | 3 | 2.97% | 3.84% | 5.14% | Q2 2020 | Q4 2020 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Human Investing LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Capital Asset Advisory Services LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
TriaGen Wealth Management LLC | 3 | 3 | 0.49% | 0.55% | 0.63% | Q4 2020 | Q2 2021 | 3 |
Personal Capital Advisors Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Circle Wealth Management, LLC | 3 | 3 | 0.03% | 0.13% | 0.19% | Q2 2021 | Q4 2021 | 3 |
USCA RIA LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gruss & Co., LLC | 3 | 3 | 3.36% | 3.84% | 4.48% | Q4 2020 | Q2 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Plante Moran Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Cypress Wealth Services, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 3 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 3 |
Neuberger Berman Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
First Command Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Cedar Brook Financial Partners, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q2 2021 | 3 |
Northstar Group, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.02% | 0.11% | 0.30% | Q4 2020 | Q2 2021 | 3 |
Concorde Asset Management, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2021 | Q3 2021 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
RIDGECREST WEALTH PARTNERS, LLC | 3 | 3 | 0.12% | 0.18% | 0.25% | Q1 2021 | Q3 2021 | 3 |
AMS Capital Ltda | 3 | 3 | 1.22% | 1.33% | 1.46% | Q1 2021 | Q3 2021 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.08% | 0.12% | Q3 2021 | Q4 2022 | 3 |
LEO BROKERAGE, LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2021 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Birchcreek Wealth Management, LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2021 | Q3 2021 | 3 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 3 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
BlackRock Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 3 |
Vantage Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Pensionmark Financial Group, LLC | 3 | 3 | 0.09% | 0.12% | 0.18% | Q2 2020 | Q4 2020 | 3 |
Firestone Capital Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
New World Advisors LLC | 3 | 3 | 0.38% | 0.42% | 0.48% | Q3 2021 | Q1 2022 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Keystone Financial Group | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Merit Financial Group, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q2 2021 | 3 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 0.28% | 0.68% | 1.08% | Q4 2020 | Q4 2020 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.95% | 1.07% | 1.18% | Q3 2020 | Q4 2020 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Gilman Hill Asset Management, LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q1 2022 | 2 |
True Capital Management | 2 | 2 | 0.21% | 0.22% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
CONNABLE OFFICE INC | 1 | 1 | 0.27% | 0.27% | 0.28% | Q4 2021 | Q2 2022 | 2 |
South Shore Capital Advisors | 2 | 2 | 0.24% | 0.60% | 0.96% | Q4 2020 | Q1 2021 | 2 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Sterling Investment Counsel, LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q1 2022 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.18% | 0.26% | 0.34% | Q1 2019 | Q3 2020 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Cooper Financial Group | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
SageGuard Financial Group, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q4 2020 | Q1 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Granite Point Capital Management, L.P. | 2 | 2 | 0.03% | 0.70% | 1.36% | Q4 2020 | Q1 2021 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Physician Wealth Advisors, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Fermata Advisors, LLC | 2 | 2 | 0.11% | 0.18% | 0.24% | Q3 2021 | Q4 2021 | 2 |
BKS ADVISORS, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q1 2019 | 2 |
BALLAST ADVISORS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Ascension Capital Advisors, Inc. | 2 | 2 | 0.20% | 0.21% | 0.23% | Q2 2020 | Q3 2020 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
TrinityPoint Wealth, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
Quantum Private Wealth, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 1.99% | 2.27% | 2.54% | Q3 2020 | Q4 2020 | 2 |
Wealthspire Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
swisspartners Ltd. | 1 | 1 | 0.16% | 0.17% | 0.18% | Q4 2020 | Q2 2021 | 2 |
Strategic Family Wealth Counselors, L.L.C. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2021 | Q2 2021 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Koss-Olinger Consulting, LLC | 2 | 2 | 0.29% | 0.31% | 0.32% | Q1 2021 | Q2 2021 | 2 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.18% | 0.24% | 0.29% | Q2 2022 | Q2 2023 | 2 |
McCarthy Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
PFG Investments, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Caption Management, LLC | 1 | 1 | 0.31% | 0.37% | 0.44% | Q4 2020 | Q4 2020 | 2 |
MCMILLION CAPITAL MANAGEMENT INC | 2 | 2 | 1.21% | 1.31% | 1.42% | Q2 2021 | Q3 2021 | 2 |
RVW Wealth, LLC | 2 | 2 | 0.00% | 0.07% | 0.13% | Q1 2021 | Q2 2021 | 2 |
L & S Advisors Inc | 2 | 2 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.19% | 0.37% | Q4 2020 | Q4 2021 | 2 |
Stephens Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Trilogy Capital Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
TCWP LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Harfst & Associates, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 2 |
Colony Family Offices, LLC | 1 | 1 | 0.13% | 0.16% | 0.20% | Q4 2020 | Q2 2021 | 2 |
Progeny 3, Inc. | 2 | 2 | 0.06% | 0.35% | 0.64% | Q2 2018 | Q3 2018 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.07% | 0.17% | 0.28% | Q1 2022 | Q3 2023 | 2 |
MENLO ADVISORS LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q3 2020 | Q4 2020 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
LMR Partners LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.07% | 0.11% | 0.16% | Q1 2021 | Q2 2021 | 2 |
Leucadia National | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Columbus Macro, LLC | 2 | 2 | 0.36% | 0.43% | 0.51% | Q3 2020 | Q4 2020 | 2 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 2 | 2 | 0.03% | 0.18% | 0.32% | Q1 2021 | Q2 2021 | 2 |
PURA VIDA INVESTMENTS, LLC | 2 | 2 | 1.07% | 1.42% | 1.77% | Q4 2020 | Q1 2021 | 2 |
Jordan Park Group LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q2 2021 | 2 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
Glenview Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q3 2020 | 2 |
Atlas Brown,Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Carmel Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 2 |
IAM Advisory, LLC | 2 | 2 | 0.11% | 0.14% | 0.16% | Q4 2020 | Q1 2021 | 2 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 2 | 2 | 1.02% | 1.45% | 1.88% | Q2 2020 | Q3 2020 | 2 |
Secure Asset Management, LLC | 2 | 2 | 0.14% | 0.31% | 0.47% | Q4 2020 | Q1 2021 | 2 |
Financial Avengers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Janney Capital Management LLC | 2 | 2 | 0.72% | 0.88% | 1.03% | Q3 2020 | Q4 2020 | 2 |
PGIM Custom Harvest LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.25% | 0.28% | 0.32% | Q4 2020 | Q1 2021 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Titus Wealth Management | 2 | 2 | 0.13% | 0.14% | 0.16% | Q1 2021 | Q2 2021 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Lighthouse Financial Advisors, Inc. | 2 | 2 | 0.36% | 0.38% | 0.40% | Q4 2020 | Q1 2021 | 2 |
SMITH, MOORE & CO. | 1 | 1 | 0.17% | 0.18% | 0.19% | Q3 2020 | Q2 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.10% | 0.13% | 0.16% | Q1 2021 | Q1 2021 | 2 |
Squarepoint Ops LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.10% | 0.20% | Q4 2022 | Q2 2023 | 2 |
CALIBER WEALTH MANAGEMENT, LLC | 2 | 2 | 0.68% | 0.81% | 0.94% | Q4 2020 | Q1 2021 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MBA Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q3 2023 | Q3 2023 | 1 |
Wilson & Boucher Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
White Knight Strategic Wealth Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 3.99% | 3.99% | 3.99% | Q4 2018 | Q4 2018 | 1 |
Matrix Capital Management Company, LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2022 | Q1 2022 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2021 | Q1 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ORACLE INVESTMENT MANAGEMENT INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Gilfoyle & Co LLC | 1 | 1 | 14.36% | 14.36% | 14.36% | Q3 2023 | Q3 2023 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
UNITED MARITIME CAPITAL LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2021 | Q1 2021 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2021 | Q1 2021 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 1.95% | 1.95% | 1.95% | Q4 2020 | Q4 2020 | 1 |
JFG Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
KFA Private Wealth Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Corvex Management LP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2022 | Q1 2022 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Stegent Equity Advisors, Inc. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Park Capital Group, Inc. | 1 | 1 | 16.96% | 16.96% | 16.96% | Q4 2020 | Q4 2020 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 4.90% | 4.90% | 4.90% | Q1 2021 | Q1 2021 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2020 | Q4 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Redmond Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WEALTH EFFECTS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Permian Investment Partners, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Nvest Financial, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
Atika Capital Management LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2020 | Q4 2020 | 1 |
Parker Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Wyrmwood Management LLC | 1 | 1 | 14.94% | 14.94% | 14.94% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Freshford Capital Management, LLC | 1 | 1 | 2.43% | 2.43% | 2.43% | Q1 2021 | Q1 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sweet Financial Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 2.79% | 2.79% | 2.79% | Q4 2020 | Q4 2020 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Miller Investment Management, LP | 1 | 1 | 3.38% | 3.38% | 3.38% | Q4 2020 | Q4 2020 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Triton Wealth Management, PLLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2021 | Q1 2021 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2021 | Q3 2021 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
EMG Holdings, L.P. | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2022 | Q1 2022 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2020 | Q4 2020 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PROFESSIONAL PLANNING | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Ghost Tree Capital, LLC | 1 | 1 | 4.17% | 4.17% | 4.17% | Q1 2021 | Q1 2021 | 1 |
Aspire Wealth Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Graypoint LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Tamarack Advisers, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2021 | Q3 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2021 | Q2 2021 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Weaver Consulting Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Bain Capital Public Equity Management II, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
LAKE STREET PRIVATE WEALTH, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Cormorant Asset Management, LP | 1 | 1 | 2.36% | 2.36% | 2.36% | Q2 2021 | Q2 2021 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Concentrum Wealth Management | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2020 | Q1 2020 | 1 |
Nantahala Capital Management | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2021 | Q1 2021 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TMD Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lattice Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Truadvice, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
New Legacy Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Autonomy Capital (Jersey) L.P. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2022 | Q1 2022 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2020 | Q2 2020 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SP Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Flagship Private Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Passport Capital, LLC | 1 | 1 | 6.98% | 6.98% | 6.98% | Q3 2018 | Q3 2018 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
DHK Financial Advisors, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2020 | Q2 2020 | 1 |
MAI Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2020 | Q4 2020 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Avidity Partners Management LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2022 | Q2 2022 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PFM Health Sciences, LP | 1 | 1 | 2.95% | 2.95% | 2.95% | Q4 2020 | Q4 2020 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
PENN DAVIS MCFARLAND INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Trybe Capital Management LP | 1 | 1 | 3.63% | 3.63% | 3.63% | Q2 2021 | Q2 2021 | 1 |
Capstone Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own ARK ETF TR or have owned ARK ETF TR in the past.